Real Estate Agent: Quick Lists

Real Estate Agent Quick Lists are designed for fast, ad-hoc searching — giving you the ability to export results, push contacts to your CRM, save your search, or convert it to a Dynamic List when ongoing tracking is needed. To get there faster, Agent Quick Templates provide prebuilt search criteria built around common real estate outreach scenarios, so instead of rebuilding the same filters from scratch each time, you can apply a strategically curated template in one click and get straight to the contacts that matter.

Where to Find Quick Lists (Realtors)

1. Navigate to Real Estate → Agents

2. Select the Quick Lists tab (default for beta users)

When the page loads, you’ll see a pre-populated list of top real estate agents, ordered by performance metrics

Quick List Templates

Agent Quick Templates provide prebuilt search criteria for real estate agent prospecting that you can apply in one click. Six predefined templates are available for real estate agent prospecting:

• Active Buyers - Rolling 12 months, All States, $2M+ volume, 5+ units, Real Estate Agent role
• Mid-market Producers - Rolling 12 months, $2M–$10M volume, 5–30 units, Real Estate Agent role
• Purchase Focus - Rolling 12 months, Purchase only, $2M+ volume, 5+ units, Real Estate Agent role
• Listing Focus - Rolling 12 months, Listing only, $2M+ volume, 5+ units, Real Estate Agent role
• New Construction Listings - Rolling 12 months, New Construction only, $1M+ volume, 3+ units, Real Estate Agent role
• Rising Agent - Rolling 12 months, $1M–$5M volume, 3–20 units, Real Estate Agent role

To learn more about Quick List Templates, click the link below: 
Real Estate Agent: Quick List Templates

How Quick Lists Works

Quick Lists for Realtors combines:

• A global search bar for instant lookups

• A real-time filter panel for narrowing results

• A results table that updates as you filter

All changes happen as you apply your filters.

Searching Realtors: Global Search Bar

Use the search bar at the top of the page to quickly find real estate agents.

Results update instantly as you type, making it easy to jump directly to a specific agent without navigating multiple legacy search cards.

Using Filters (Unified Realtor Search)

On the right side of the screen, you’ll find Quick List Realtor Filters, designed specifically for real estate agent analysis.

Industry & Office Experience

• Industry Tenure

• Office Tenure

• Office Roster

Production & Performance

• Overall Production (Rolling 12 Months)

• Total Production Volume

• Total Units Produced

• Average Sale Price

• Filtered Production Volume

• Filtered Units Produced

Timeframe

• Rolling 12 Months (default)

• Year to Date

• Custom Date Range

Transaction Details

• Transaction State (all states or selected states)

• Loan Type (all loan types or selected types)

• Transaction Type (Purchase, Refi, HELOC, New Construction, etc.)

• Transaction Side (Buy, List, or Dual)

Search Results

As filters are applied, active filters appear so you always know what criteria is in use.

Click Apply, and the results table updates instantly to reflect your selected criteria.

This makes it easy to iterate quickly—adjust filters, compare segments, and refine your search without starting over.

Taking Action on Results

Once your results are narrowed, you can take action directly from the table.

Selecting Realtors

• Use checkboxes to select individual agents

• Use bulk select to choose multiple results

When selections are made, a bulk action bar appears with options to:

• Export to CSV – Download selected real estate agents

• Push to CRM – Send selected agents directly into your connected CRM

This enables a seamless workflow from insight → action.

Saving Lists

You can save your Realtor searches in two ways depending on your needs.

Quick List

If you want to return to a specific segment later:

1. Apply your desired filters

2. Click Save as

3. Name your list and save

Your saved search will appear under the Saved Searches icon within Quick Lists.

Saved Searches are ideal for repeat lookups without ongoing automation.

Dynamic List (Realtors)

If you want to track a Realtor segment over time or keep it synced to your CRM:

1. Apply your desired filters

2. Click Save as Dynamic List

3. Name your list and save

4. Optionally navigate to the Dynamic List upon creation

Dynamic Lists live under:

My Contacts → Realtors

Dynamic Lists automatically update as agents enter or exit your criteria and can be used for recurring CRM syncs, campaigns, and workflows.

Quick Lists vs. Dynamic Lists

Think of Quick Lists as fast discovery, and Dynamic Lists as long-term monitoring and automation.

Legacy Searches

Existing Realtor search cards and legacy tools remain available under Advanced Searches.

Quick Lists for Realtors simplifies discovery by consolidating filters into a single experience and enabling a seamless flow from search → export → CRM → saved lists.

Quick Lists helps you search faster with less guesswork — combining all filters in one place and enabling a seamless flow from search to export, CRM push, and saved lists. Agent Quick Templates take it a step further, eliminating the need to rebuild common searches from scratch with prebuilt, strategically curated criteria you can apply in one click. Together, they lay the foundation for a unified prospecting experience across loan officers, realtors, title companies, and more.